Best PPC report templates for marketing teams and agencies (2024)

Automate marketing reporting with dozens of 100% customizable, white-label PPC report templates. Used and made by +10,000 marketers in over 60 countries.

PPC Report template for Marketing teams and agencies

Optimize your PPC strategy with this report template. Track metrics like conversion rate, ROAS, and CTR across Facebook Ads, TikTok Ads, and Google Ads. Analyze by audience, channel, and time. Ideal for marketing teams to measure campaign performance and achieve objectives efficiently.

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Social Media Report template for Marketing teams and agencies

Optimize your strategy with this Social Media report template. Analyze conversion rates, ROAS, and engagement metrics from Instagram Insights and LinkedIn Pages. Track key metrics like likes, comments, and shares. Segment by audience, age, and location. Perfect for marketing teams to measure performance and achieve specific goals.

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Google Ads PMax Report template for Marketing teams and agencies

Track key metrics with this Google Ads PMax report template. Measure conversion value, CTR, and impressions. Analyze by campaign type, audience segment, and time period. Consolidate data from Google Ads and Paid Media for actionable insights. Ideal for marketing teams focused on optimizing PPC performance and achieving strategic goals.

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ROAS Report template for Marketing teams and agencies

Track PPC performance with this PPC ROAS report template. Measure CTR, CPA, and conversion rates. Analyze ad placement, audience, and creative formats. Integrate data from Facebook Ads and Paid Media. Segment by time and demographics for actionable insights. Ideal for marketing teams aiming to optimize their strategy and achieve specific goals.

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Twitter Ads Report template for Marketing teams and agencies

Analyze key metrics like CTR, conversion rate, and social actions with this Twitter Ads report template. Track performance by campaign objective, ad format, and audience targeting. Segment data by time, location, gender, and age. Perfect for PPC specialists to consolidate Twitter Ads and Paid Media strategies for actionable insights.

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HubSpot Report template for Marketing teams and agencies

Optimize B2B marketing with this HubSpot report template. Track metrics like conversion rate, ROI, and average deal size. Analyze CRM contacts and campaign performance by demographic and psychographic breakdowns. Ideal for inbound marketing teams to measure and refine email marketing and funnel strategies across different timeframes.

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Website Report template for Marketing teams and agencies

Analyze key metrics with this Website report template. Track conversion rates, average order value, and customer lifetime value. Measure audience demographics, interests, and behavior using Google Analytics 4. Segment data by time periods. Perfect for marketing teams to consolidate insights and refine strategies.

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Creator marketing Report template for Marketing teams and agencies

Track key metrics like CTR, conversion rate, and ROAS with the Creator marketing report template. Analyze audience breakdowns by demographics, psychographics, and behavior. Measure engagement through likes, shares, and comments. Utilize data from Social Media, Instagram Insights, and LinkedIn Pages. Optimize strategy with actionable insights segmented by time periods. Ideal for marketing teams.

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Youtube Report template for Marketing teams and agencies

Optimize your social media strategy with this Youtube report template. Track CTR, conversion rate, CPA, likes, comments, shares, views, watch time, and subscribers. Analyze by audience, age, gender, interests, and time. Perfect for marketing teams seeking actionable insights to enhance performance across advertising platforms and align with SEO objectives.

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CRM Report template for Marketing teams and agencies

CRM report template tracks key metrics: conversion rate, cost per acquisition, ROI. Analyze demographic, geographic, and psychographic data. Measure sales cycle length, average deal size, and CRM contact conversion. Ideal for B2B and email marketing teams to consolidate insights and refine strategies.

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Facebook Ads Funnel Report template for Marketing teams and agencies

Optimize your Facebook Ads Funnel with this report template. Track CTR, conversion rate, CPA, and more. Analyze audience targeting, ad creative, and placement strategy. Segment by demographics and behavior. Ideal for PPC and paid media specialists to enhance campaign performance and achieve marketing objectives. Perfect for understanding reach, impressions, and organic search traffic.

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Lead generation Report template for Marketing teams and agencies

Optimize your strategy with the Lead generation report template. Track conversion rates, cost per conversion, and ROI. Analyze B2B, CRM, Email Marketing, and Facebook Ads data. Segment by audience, demographics, and behavior. Measure SQLs, sales cycle length, and CRM contact performance. Ideal for marketing teams seeking actionable insights.

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Shopify Report template for Marketing teams and agencies

Analyze key metrics like revenue, average order value, and conversion rate with this Shopify report template. Track cost per acquisition and return on ad spend. Segment by audience, messaging, and channels. Ideal for e-commerce marketing teams to unify insights and optimize strategies. Perfect for monitoring Shopify store performance across various timeframes.

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What is a PPC report?

A PPC report is a document that consolidates data from multiple sources (e.g., Google Ads, Meta Ads, Microsoft Advertising) to track and display key performance indicators (KPIs) (e.g., CTR, CPC, conversions), enabling teams and agencies to monitor campaign and channel performance and create presentations for clients and executives. 

PPC reports are typically created using flexible tools like Google Looker Studio, Power BI, Google Sheets, or platform-specific solutions to enable high customization and integration of multiple data sources.

What to include in a PPC report?

An actionable PPC report balances context and specificity based on the audience (executives, managers, and analysts) and their use cases.

Executive PPC reports

Executive reports for CMOs, CEOs, and clients show PPC's bottom-line impact. Reviewed weekly, monthly, or quarterly, they include:

  • PPC ROI analysis: by channel, using attribution models for large budgets (≈100k/mo).
  • Unit economics analysis: CAC, LTV, payback, ARPU from PPC-acquired customers
  • Cohort analysis: retention, expansion, and LTV by customer cohort (sign-up period, acquisition channel)
  • Add text for additional context to translate metrics for non-technical audiences. Present in slide decks and simplified Looker Studio reports.

PPC manager reports

Manager reports have cross-channel views with drill-downs to see performance by client, brand, region, team member, funnel stage, and campaign. They help align teams, define tactics, and include:

  • Cross-channel reporting: overall campaign, product, client, or region reporting across channels
  • Goal tracking: compare current performance vs objectives
  • Audits for prioritization and spotting issues 
  • Competitive analysis for channel and tactic mapping
  • Keyword and audience research

Operational PPC reports

Operational reports for analysts and channel managers have granular, customizable KPIs to solve technical issues. Monitored hourly, daily, or weekly, they cover:

  • PPC: budget pacing, engagement, creative performance, CPA
  • Social: post metrics, follower growth, engaging topics/hashtags
  • Email: delivery, open, conversion rates
  • SEO: keyword/page rankings, impressions, clicks, speed, errors, backlinks

Operational PPC reports are highly customized, built in flexible tools like Google Sheets or Looker Studio to enable data cleaning, blending, annotations, and integrating multiple sources.



How to build a PPC report?

To build a PPC report, connect your data sources, choose a template on Looker Studio or Sheets, build your queries by selecting metrics and dimensions, choose charts to visualize your data, customize the report, design and share via link, PDF or email. 

Here’s the breakdown: 

Connect data sources

Define and connect the data sources to bring to your report. Common sources are Google Ads and Meta Ads for PPC performance, GA4 for web analytics, CRM or E-commerce for sales and email data, and Instagram or TikTok for Social Media.

To connect your data sources, go to portermetrics.com, choose the data sources to bring to your report. 

You can follow these tutorials on connecting your data:

Choose a template

Choose from dozens of PPC report templates in Google Sheets or Looker Studio, designed for use cases like PPC monitoring, budget pacing, funnels, and creative performance. 

Learn to copy Looker Studio templates

While templates are the starting point. Make them specific for your business or agency. Map your specific metrics, especially custom conversions, CRM contact data, GA4 events and all the fields and metrics that you define as "conversions" and "revenue".

Depending on your reporting tool—Google Sheets or Google Looker Studio, pick any of the dozens of templates created by our team and customers to solve your PPC reporting use cases, such as PPC monitoring, budget pacing, funnels, and creative performance. 

Select metrics, dimensions, and charts

Once your report template is downloaded, you may 1)modify it or 2) create a blank page to build it from scratch. Whatever the case, setting up a query always follows these steps: 

  1. Select the data source and the account connected to it
  2. Choose metrics (e.g. Clicks, spend, Sessions, ROAS, etc.). 
  3. Choose breakdowns to segment your data (e.g. by date, campaign name, ad image, etc.)

You can follow these tutorials on adding data to your reports

Design

To make your PPC reports truly white-label you can add logos, colors, fonts, and styling to mirror your brand. 

Follow these tutorials to design your PPC reports:

Share

Share your PPC reports via links, PDF, schedule emails, and control permissions.

KPIs to include in a PPC report?

PPC reports should include a mix of funnel—visibility, engagement, conversion—,efficiency, effectiveness, revenue, and cost metrics and KPIs to fully understand the performance of PPC campaigns towards business goals. They include:

PPC funnel KPIs measure the buying process (from the marketer perspective), regardless of the channel: 

  • Visibility metrics: impressions, reach, followers, email deliveries
  • Engagement metrics: clicks, comments, shares, video plays, Sessions, average time
  • Conversion metrics: custom conversions, leads, purchases, key events

Efficiency KPIs compare your PPC outputs to the cost, including:

  • Visibility: CPM (Cost per Mille)
  • Engagement: CPC (Cost per Click)
  • Conversion: CPA (Cost per Acquisition), CPP (Cost per Purchase) 

Effectiveness KPIs compare the input with the output from one funnel stage to another

  • Visibility: Frequency
  • Engagement: CTR, engagement rate
  • Conversion: Conversion rate

Sales and cost KPIs show the bottom-line impact of your PPC performance:

  • Sales: customers, revenue
  • Cost: ad spend, OPEX, payroll
  • Efficiency: ROI, ROAS, CAC
  • Effectiveness: AOV, ACV

To analyze these PPC KPIs, segment them by:

  • Channel: paid, social, Facebook Ads vs Google Ads
  • Time: Hourly, daily, weekly, monthly
  • Campaign: funnel stage, objective
  • Business: client, branch, region
  • Audience: geo, tech, demographics, interests, behavior, placement
  • Content: creatives, format, topic, keyword